Earn More With Advance Opportunities
TaxNest Financials empowers both employees and franchise owners to increase their earnings throughout the year. While the peak season for tax preparation services is typically between January and April, we recognize the importance of year-round revenue. To bridge this gap, TaxNest Financials provides additional licensing, training, and support in areas such as bookkeeping and accounting, credit restoration, insurance, and investment/retirement planning. Our comprehensive training and industry-leading software enable you to diversify your services, allowing you to grow your income beyond tax season.
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No Experience Necessary
You don’t need prior experience in the finance industry to pursue further education, training, and licensing with TaxNest Financials. All you need is a commitment to learning, a willingness to participate in training, and the resources to cover state and federal examination fees. With these additional certifications and licenses, you can expand your service offerings, grow your income, and make a significant impact on your clients’ financial well-being.
Explore Two Options
Full Franchise Option
If you are savvy and experienced tax preparer, this option allows you to process returns using your Electronic Filing Identification Number (EFIN). In addition, you will have access to other licensing and training to offer year-round services to your clients. There is a $1500 annual software fee, and profits are split with every return; you receive 90%, and we receive 10%. In addition, we include the following:
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Special Edition of TaxNest Pro Franchise Plus Edition
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Training and support on how to set up your tax office
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Training and support on how to find qualified agents.
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Full service training, licensing, and continued education for your agent and all service options
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Unlimited agent codes
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Assistance with finding a profitable location (i.e. grocery store, check cashing locations, and other retail locations)
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Other Licensing Opportunities: Credit Certification, Bookkeeping and Accounting Certifications, Life/Health Licenses, Investment Securities (SIE, Series 6, 63, 65, 26), MLO License, REB/EREB Licenses.
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You decide which licenses/certifications to get with lifetime access.
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$150 monthly fee for access to all advanced options service(s) software (*after 300 agent codes fees increase depending on volume)
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Annual compliance training (For all professional licenses) and IRS Certifications​
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Al-Le-Carte Purchase
This option is best for entrepreneurs who are just beginning their tax preparation journey, this option allows you to process work at your own pace and add additional services as they learn and grow. Software fees, training, and profit splits are based on per service type.
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Bookkeeping & Accounting Services ($350 One Time Payment with $150 Annual Renewal/CE Fee):
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Two certification options (bookkeeping and accounting for business accounts) with access to hands-on training and software.
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Unlimited client potential, marketing training
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$25 monthly platform fee for access to software and ongoing training and support
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Annual compliance training
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Pre-licensing can be completed in 1 month; a passed company certification exam is required to offer services, enrollment fee covers the certification exam fee.
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Credit Restoration ($499 One Time Payment with $250 Annual Renewal/CE Fee)*:
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Two certification options (personal credit and business credit) with access to hands-on training and software.
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Unlimited client potential, marketing training
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$35 monthly platform fee for access to software and ongoing training and support
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Annual compliance training
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Pre-licensing can be completed in 1 month; a passed company certification exam is required to offer services, enrollment fee covers the certification exam fee
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Insurance, Investments, & Retirement ($250 One Time Payment with $100 Annual Renewal/CEl Fee)*:
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8 professional licenses and 7 professional certifications with access to hands-on training and software.
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Life Insurance​
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Health Insurance
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Supplemental Health Insurance Certification
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Investment/Retirement Securities
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SIE​
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Series 6
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Series 63
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Series 65
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Series 26
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Mortgage Lending (MLO)​
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Auto, Renters, Home Insurance Certification
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Legal Protection Certification
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Identity Theft Certification
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Home Security Certification ​
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Unlimited client potential, marketing training
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$35 monthly platform fee for access to software and ongoing training and support
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Annual compliance training ​
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Pre-licensing can be completed in 1-9 months; a state exam is required to obtain the license(s), enrollment fee covers one state exam fee per license type. There are services that do not require a state or federal license exam to offer services to clients.
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Prior to payment, a formal interview must happen to determine if individuals qualify for this al-la-carte option; must be able to pass a background check.
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Real Estate ($899 One Time Payment with $350 Annual Renewal/CE Fee)*:​​​
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Two licensing options (Real Estate Broker "no experience necessary" and Employing Real Estate Broker "3-year experience is required to obtain this license") with access to hands-on training and software.
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Unlimited client potential, marketing training
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$150 monthly platform fee for access to software and ongoing training and support
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Annual compliance training
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Pre-licensing can be completed in 3 months; passing a state exam is required to acquire the license, enrollment fee covers one state exam fee.
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Prior to payment, a formal interview must happen to determine if individuals qualify for this al-la-carte option.
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